Financial Planner

New York Life; Westborough (MA); On-site; USD 80,000 - 150,000; Full time

Job summary

New York Life is seeking an entry-level financial advisor focused on helping clients identify and achieve financial goals through comprehensive planning services. The role offers room for growth and a clear path to develop skills in risk management, estate planning, debt and investment strategies.

Our ideal candidate is strategic, eager, and driven to build a career in financial guidance with a strong outlook for advancement in the field.

Qualifications

• Entry-level role in financial services.
• Opportunity for growth and long-term career development.
• Focus on helping clients identify and achieve financial goals through comprehensive planning services.

Responsibilities

• Provide guidance on risk management, estate planning, debt and investment management, retirement planning, and other planning services.

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.

Compensation: $80,000 - $150,000 yearly